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Nuveen ESG US Aggregate Bond ETF

79 hedge funds and large institutions have $159M invested in Nuveen ESG US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 13

13% more capital invested

Capital invested by funds: $141M → $159M (+$18.2M)

12.36% more ownership

Funds ownership: 52.97%65.33% (+12%)

11% more funds holding

Funds holding: 7179 (+8)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.21M +$272K +10,554 +29%
SFP
27
Sandbox Financial Partners
Maryland
$1.2M +$14.4K +559 +1%
FPF
28
First Pacific Financial
Washington
$1.11M +$41K +1,589 +4%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.1M +$70K +2,716 +7%
NYLIM
30
New York Life Investment Management
New York
$1M +$639K +24,785 +174%
EA
31
Evolution Advisers
Virginia
$906K +$910K +35,297 New
PA
32
Procyon Advisors
Connecticut
$902K +$309K +12,004 +52%
AF
33
Advisornet Financial
Minnesota
$884K +$199K +7,735 +29%
Citadel Advisors
34
Citadel Advisors
Florida
$877K -$122K -4,726 -12%
DADC
35
D.A. Davidson & Co
Montana
$761K +$30.6K +1,186 +4%
MWM
36
Mission Wealth Management
California
$729K +$78.4K +3,042 +12%
GWM
37
Gitterman Wealth Management
New Jersey
$672K +$104K +4,042 +18%
Natixis Advisors
38
Natixis Advisors
Massachusetts
$672K +$104K +4,042 +18%
HighTower Advisors
39
HighTower Advisors
Illinois
$616K +$7.96K +309 +1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$575K +$83.5K +3,238 +17%
AF
41
Allworth Financial
California
$555K -$325K -12,621 -37%
MML Investors Services
42
MML Investors Services
Massachusetts
$520K +$128K +4,965 +32%
VAFP
43
Vahanian & Associates Financial Planning
New York
$499K +$501K +19,447 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$468K -$72.6K -2,818 -14%
SWP
45
Stratos Wealth Partners
Ohio
$450K
HI
46
Harbour Investments
Wisconsin
$422K -$1.8K -70 -0.4%
AssetMark Inc
47
AssetMark Inc
California
$410K +$2.27K +88 +0.6%
VPIM
48
Vanguard Personalized Indexing Management
California
$356K +$38.7K +1,500 +12%
CWM
49
Congress Wealth Management
Massachusetts
$352K +$353K +13,698 New
CFIA
50
Cantor Fitzgerald Investment Advisors
New York
$316K +$6.78K +263 +2%

NUBD Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG US Aggregate Bond ETF (NUBD) for Q4 2021, worth a combined $159M — up 13% from $141M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NUBD positions and 3 closed out — a net gain of 9 holders — while 39 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.93M. The largest seller was Citigroup, exiting entirely with an estimated $2.59M sold.

  • 79 institutional investors held Nuveen ESG US Aggregate Bond ETF (NUBD) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $159M of Nuveen ESG US Aggregate Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG US Aggregate Bond ETF positions in Q4 2021 and 3 closed out, a net change of +9 holders.
  • The largest Nuveen ESG US Aggregate Bond ETF buyer in Q4 2021 was Jane Street, an estimated $4.93M added.
  • The largest Nuveen ESG US Aggregate Bond ETF seller in Q4 2021 was Citigroup, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2021.